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Events & Presentations

    • Protecting Your Assets with Trusts

      March 17 at 7:00 pm - 8:00 pm

    • Understanding Wills vs. Trusts and What Estate Plan is Best for You

      March 20 at 11:00 am - 12:00 pm

    • Elder Law 101

      May 20 at 6:00 pm - 7:00 pm
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Cody, Cody & McCarthy in the News

  • Should Mass. residents care if Trump repeals the estate tax?
  • Five Star Professional Honors Dagmar Pollex of Cody, Cody & McCarthy as a 2016 Five Star Financial Services Professional Award Winner
  • Maana Hickson in Boston Seniority (see page 18)
  • Denise McCarthy: The 5 Most Common Estate Planning Myths
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News Archive

Newsletters & Publications

Cody, Cody & McCarthy publishes a quarterly newsletter as a resource to help keep our clients informed of new trends in planning and to alert them to changes in the law that might affect their planning.

Feel free to download the articles below* and sign up here to receive updates.



Client Newsletters

Archive

Client Focused Newsletter

  • No Clawbacks Allowed: What Does This Mean for You and How to Take Advantage of This Gift
  • Millennials, You Need an Estate Plan Too
  • Caregivers, You’re Not Planning Just for Yourself
  • Steps to Take When a Loved One Dies
  • Estate Planning Awareness Week: Having a Conversation with Your Family About Their Estate Plan
  • Important Considerations for Beneficiary Designations of Life Insurance Policies
  • When Is It Critical to Review Your Estate Plan, and Why?
  • Niche Trusts: As Unique as You Are
  • Your Vacation Checklist
  • Want a Greater Sense of Purpose? Plan Your Legacy
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Wealth Advisor Newsletter Archive

*Adobe PDF software is required to view these newsletters. Please click here for a free download of the most current version of the software.



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